2023 Form 5500 filing — Iron Workers Dist. Council Philadelphia & Vicinity Health Benefits Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250708185835NAL0002438483001) for Iron Workers Dist. Council Philadelphia & Vicinity Health Benefits Plan, reported by Iron Workers Dist. Council Phila. & Vic. Welfare Plan Board Of Trustee under EIN 23-1599740 and plan number 501. It reports 1,741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708185835NAL0002438483001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Dist. Council Phila. & Vic. Welfare Plan Board Of Trustee
- EIN
- 23-1599740
- Plan number
- 501
- Location
- Springfield, NJ
- Participants
- 1,741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,615,749
- Total liabilities (EOY)
- $3,152,133
- Net assets (EOY)
- $54,463,616
- Employer contributions
- $35,879,791
- Participant contributions
- $329,968
- Total income / additions
- $41,140,834
- Benefits paid
- $26,381,678
- Administrative expenses
- $1,617,515
- Total expenses
- $27,999,193
- Net increase / (decrease)
- $13,141,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iron Workers Local 11 Welfare Fund | NONE | $630,022 | not reported in the loaded dataset |
| Independence Blue Cross | NONE | $506,145 | not reported in the loaded dataset |
| Bolton Partners | NONE | $182,596 | not reported in the loaded dataset |
| Benecard | NONE | $179,820 | not reported in the loaded dataset |
| Daniel Jordan | EMPLOYEE | $93,052 | not reported in the loaded dataset |
| Bonnie Landsmann | EMPLOYEE | $92,729 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $74,932 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $57,619 | $0 |
| Leader Data Processing | NONE | $54,000 | not reported in the loaded dataset |
| Kathleen Rowe | EMPLOYEE | $43,802 | not reported in the loaded dataset |
| Cleary & Josem, Llp | NONE | $43,411 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $39,600 | not reported in the loaded dataset |
| Susanin Widman & Brennan, Pc | NONE | $35,000 | not reported in the loaded dataset |
| Allied Trade | NONE | $29,616 | not reported in the loaded dataset |
| Weaver Barksdale & Associates | NONE | $9,365 | not reported in the loaded dataset |
| National Vision Administrators | NONE | $9,350 | not reported in the loaded dataset |
| Olmec System LLC | NONE | $8,963 | not reported in the loaded dataset |